Mesa, AZ Office

Kera Capital Partners, Inc. is a registered investment adviser that manages over $1.3 billion and serves a mix of individual clients (including high‑net‑worth individuals), foundations, trusts, retirement plans, corporations, and other business entities, as well as investors in pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management, limited‑scope consulting on estate, real estate and retirement matters, participant account management for held‑away retirement assets, and advisory services to special purpose pooled vehicles (private funds).

The firm’s investment process combines fundamental and quantitative analysis, model‑manager due diligence, and an outcomes‑oriented asset allocation framework that emphasizes data analytics and tax awareness in portfolio construction. Portfolios are tailored to each client’s goals and risk tolerance, monitored and rebalanced regularly, and supported by third‑party technology and reporting platforms (for example, Orion and Addepar) along with risk‑profiling tools.

Kera Capital’s noteworthy differentiator among similarly sized team advisers is its active role as adviser and portfolio manager to private pooled vehicles and special purpose vehicles—a capability that includes side‑by‑side management with client accounts and performance‑based incentive arrangements disclosed in each fund’s offering documents. The firm also tends to offer consulting on discrete topics rather than comprehensive financial planning as a core service, and operationally relies on third‑party platforms to manage held‑away retirement participant accounts and fund administration.